Growth guides for teams that sell inside the home.
Twenty-five field-tested playbooks across cross-selling, financing, proposals, follow-up, and trade-by-trade sales processes — written for owners and reps in residential services.
4 guides in Proposals & Follow-Up
Proposals & Follow-UpFollow-Up After an Estimate: Why Homeowners Go Silent and What Actually Works
A follow-up system for contractors: why homeowners ghost after estimates, the 48-hour window, portal engagement signals, cadence templates, and revival plays.
Proposals & Follow-UpE-Signatures for Contractors: Legality, Speed, and Fewer Lost Deals
Electronic signatures for contractors: ESIGN/UETA legality basics, why same-visit signing lifts close rates, rescission and change-order workflows, and audit trails.
Proposals & Follow-UpWhy Your Customers Want a Portal (and What It Should Actually Do)
What a customer portal for contractors should include: proposal review, e-signature, payments, project status, photos, and messages — and how portals lift close rates.
Proposals & Follow-UpWhat Makes a Good Home Improvement Proposal? The Anatomy of a Closer
The anatomy of a home improvement proposal that closes: scope clarity, photo proof, three tiers, monthly payments, timelines, warranty terms, and e-signature.